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Home > Retirement Planners > new jersey > summit > CONCORD MANAGEMENT SERVICES, LLC
CONCORD MANAGEMENT SERVICES, LLC
25 Deforest Avenue
Suite 108
Summit, New Jersey 07901
Tel: 212-508-7090
About CONCORD MANAGEMENT SERVICES, LLC
CONCORD MANAGEMENT SERVICES, LLC, formally registered with the SEC as CONCORD MANAGEMENT SERVICES, LLC. The firm was established in 02/11/2019. They have over 1 offices throughout the country.
CONCORD MANAGEMENT SERVICES, LLC is a Summit, New Jersey based Financial Planning firm with nearly $262,429,211 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 292760 |
| SEC# | 801-114729 |
| Assets Managed by Firm | $262,429,211 |
| No. of Clients | 4 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $262,429,211 |
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